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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

JOB SUMMARY
This position supports the Securities Operations unit for the Wealth Management business. This includes supporting manager in managing teams, especially in times when manager is absent, overseeing specific vendors or vendor processing, participating in projects as assigned, and performing specifically assigned operations processes. This position may also interact with different areas of Wealth Management to discuss operational processes, gaps, or assist in client meetings as requested.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

• Assist in the creation of procedures and work flows as required.  Procedures will ensure delivery of the highest quality of operational excellence while meeting compliance rules and mitigating risk.
• Manage selected vendor processes that have been outsourced that perform securities related work including compliance with Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
• Work with relationship managers, investment teammates, and others to develop solutions for clients or resolve operational inefficiencies when requested.
• Participates in projects, conversions and system testing as requested.
• Act as Subject Matter Expert (SME) for Securities Operations for processes assigned.
• Respond to or review answers for Requests for Proposals (RFPs) as requested.
• Meet with external investment managers and others as requested to discuss processes, process errors, new asset types, etc.
• Stay current on trends, new asset types, business, etc. in order to properly maintain up-to-date processes especially in area of responsibility.
• Interface with internal compliance and risk management partners on matters related to the department.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree or equivalent education and related training.
• Five or more years of Private Wealth Management experience.
• High level of knowledge of securities operations.
• Strong verbal and written communication skills to interact with members of Securities Operations and other units within Wealth.
• Ability to make decisions independent of manager.
• Strong analytical skills.
• Strong problem solving ability.
• Ability to travel.

Preferred Qualifications:

• Bachelor's degree in business related field
• Certification as a Certified Trust Operations Specialist or equivalent.
• Some project management skills.
• Knowledge of some facets of Private Wealth Management including account administration, investments, risk, or regulatory framework.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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